Punch Card Management L.P.

WINTER PARK, FL · CIK 0001631664

Portfolio Value: $347.21M

Positions: 4

Period: 2023-06-30

Filed: 2023-08-14

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024

New positions

Added to

Trimmed

Exited

Punch Card Management L.P. Q2 2023 13F Filing Summary

Punch Card Management L.P. (WINTER PARK, FL) reported a portfolio value of $347.21M across 4 positions in their Q2 2023 SEC 13F filing (period ending 2023-06-30). The top 10 positions account for 100.0% of the portfolio.

Top holdings: BRK/A$180.72M·ALLY$89.08M·WGO$66.46M·SWBI$10.95M

Holdings Heatmap

BRK/A52.0% · $180.72M ALLY25.7% · $89.08M-5.5%WGO19.1% · $66.46M

SWBI3.2% · $10.95M

Top 4 holdings by portfolio weight. Block width = holding percentage. Green = new/increased, red = reduced, gray = unchanged.

Largest Trades This Quarter

Largest Reductions1

All Holdings

#	Stock	Value↓	Shares	Weight	Change
1	BRK/ABERKSHIRE HATHAWAY INC DEL	$180.72M	349	52.05%	-
2	ALLYALLY FINL INC	$89.08M	3,297,917	25.66%	-5.5%
3	WGOWINNEBAGO INDS INC	$66.46M	996,573	19.14%	-
4	SWBISMITH & WESSON BRANDS INC	$10.95M	840,038	3.15%	-

Position Changes

Stock	Value	Shares	Share Chg	% Chg
ALLYALLY FINL INC	$89.08M	3,297,917	-191.5K	-5.5%

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